Navigating Estate Taxes in 2025

Описание: 2025 could be one of the most challenging years for estate planning in generations. This webinar will delve into the possible sunset of unprecedented high federal estate and gift tax exemptions.

We’ll discuss:

· The past, current, and likely future ways to minimize estate taxes for you and your heirs
· SLATs, GRATs, QPRTs, CLTs, and other exciting acronyms for cutting-edge estate tax avoidance vehicles, and when and how they may be appropriate for your family
· The permitted portability of federal and estate tax exemptions, and the impact on your estate plan
· When and how to optimize lifetime gifts to family members, and whether those gifts should be made in trust or outright
· Trust protectors
· SECURE Act

While all are welcome to attend our webinars, this event is designed for individuals who have saved at least $500,000 for retirement. Our presenters typically speak with that in mind.